Carroll Financial Associates’s POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO XLFS Stock Holding History

Carroll Financial Associates’s Portfolio XLFS Stock Details XLFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-132	Closed	-$7K	–	1388
2018 Q1	$7K	Hold	132	–	–	﹤0.01%	953
2017 Q4	$7K	Buy	+132	New	+$7K	﹤0.01%	945

Other funds holding XLFS

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Carroll Financial Associates's XLFS Position: Q2 2018 in Review

Carroll Financial Associates sold out of POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) in Q2 2018, closing a stake of 132 shares — an estimated $7K sold.

Carroll Financial Associates first reported a position in XLFS in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 3 funds tracked by Wall St. Rank hold XLFS as of Q2 2018.

Carroll Financial Associates reported no remaining POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position as of Q2 2018 after selling out during the quarter.
Carroll Financial Associates sold 132 POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO shares in Q2 2018, an estimated $7K.
Carroll Financial Associates first reported a position in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in Q4 2017 and held it in 2 quarters.
Carroll Financial Associates's POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position peaked at $7K in Q1 2018.
3 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO as of Q2 2018.

Based on Carroll Financial Associates's 13F filing for Q2 2018, filed 19 Jul 2018.